Chris Sanger

Financial Advisor

Contact Me
Chris Sanger


Comprehensive wealth planning strategies for your life and legacy

My Story and Services

Personalized Financial Advice

Proactive investment management based on the right blend of active and passive strategies designed to add value to your financial plan. It's important to know exactly what you own in your portfolio, and what the effect of changing economic conditions could have on your investments. That's why now, more than ever, you need to take the time to make sure that your portfolio is positioned correctly.

My focus is to provide personalized and customized portfolio construction to help maximize the potential that you will be successful in the long run. Contact me today to learn about how a no-obligation portfolio review could be the best investment decision you've ever made.

Access to Private Banking >

Services Include

  • Financial Planning
  • Retirement Planning
  • Institutional Services
  • Defined Contribution Plans
  • Business Planning
  • Corporate Retirement Plans
  • Corporate Cash Management
  • Corporate Trust Services
  • Executive Financial Services
  • Stock Option Plans
  • Stock Purchase Plans
  • Endowments and Foundations
  • 401(k) Rollovers
  • 529 Plans
  • Estate Planning Strategies
  • Trust Services*

Securities Agent: CA, CO, IA, MA, OH, TX; General Securities Representative; Investment Advisor Representative

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.



  • 112 E Pecan Street Suite 1500
  • San Antonio, TX 78205



    • Master of Business Administration, 4.0 GPA

      Texas A&M University - Kingsville

      Certificate in Energy Finance & Logistics

    Our Clients


    Practice focuses on wealth accumulation & preservation, retirement planning, and institutional advancement strategies. Advisory solutions are tailored to each client specifically, with a mutual understanding that 'cookie-cutter' or 'one-size-fits-all' financial advice doesn't define our practice.

    Primary objectives are to listen to each of your unique needs and actually understand them. After all information is gathered in detail and all parties involved have collaborated, we do our homework to put together a plan that is specific to you, your household, and your business. Next, we advise of the recommended course of action, and help implement a strategy that is specific to each individual situation, all while providing frequent and clear communication throughout our working relationship to help maximize the potential that a favorable outcome will occur.

    The firm offers unmatched capabilities to individuals and organizations who have diverse and sometimes complicated financial matters. Thus, opportunities are available to connect with leadership of the firm and with departments within the firm that have expertise in a particular field, meaning that no boundaries exist to the level of service you receive. Call today and let's get started on planning for your financial future.


    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds


    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Ready to start a conversation? Contact Chris Sanger today.

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    This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

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    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

    Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

    The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .

    *Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

    * Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

    Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

    Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

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